Senior Associate, Finance Transformation

Crete Professionals Alliance

Senior Associate at Crete PA executing cash operations process standardization across member firms. Collaborating with teams to improve finance functions in a high-growth environment.

Posted 4/16/2026full-timeTampa • Florida • 🇺🇸 United StatesSenior💰 $90,000 - $108,000 per yearWebsite

About the role

Key responsibilities & impact

Support the design and implementation of a standardized, best-practice cash operations process for deployment across the member firm network
Conduct current-state assessments of cash operations practices at member firms and identify opportunities for improvement
Build out comprehensive implementation toolkits including SOPs, templates, training materials, and key performance metrics
Partner directly with member firm teams to drive adoption and ensure successful rollout
Track and measure impact on cash conversion cycles and Days Sales Outstanding (DSO) across the network
Work cross-functionally across the Finance & Accounting function to conduct current-state assessments and gap analyses, identifying opportunities to implement best practices
Contribute to the development and maintenance of a comprehensive SOP library, working directly with task owners to ensure documentation is accurate, standardized, and complete
Play an active, hands-on role in the implementation and build-out of new financial systems and tools
Support end-user adoption across the Finance & Accounting team through training, documentation, and ongoing support
Identify opportunities to leverage automation and AI-driven solutions to eliminate manual effort and improve data accuracy
Collaborate with operational teams across the organization to ensure the Finance & Accounting function is aligned with firm-level initiatives and changes
Partner with firm stakeholders to enhance financial reporting and metrics, delivering timely and actionable insights that support better business decision-making
Support multiple concurrent transformation workstreams, managing assigned tasks with clear timelines and accountability
Anticipate roadblocks and take initiative to resolve issues before they escalate
Prepare project updates and materials for senior leadership

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, Business, or related field
3–5 years of experience in finance or accounting, preferably within a large corporate, shared service center, or high-growth environment
A doer mentality — you take ownership, execute with urgency, and don't wait to be told what to do next
Demonstrated ability to document processes and develop clear, user-friendly SOPs
Curiosity and enthusiasm for AI, automation, and emerging finance technologies
Strong organizational skills with the ability to manage competing priorities in a fast-paced environment
Strong communication and interpersonal skills; comfortable working across teams and levels of the organization
Proficiency in Microsoft Office Suite; exposure to tools such as NetSuite, Numeric, Trovata, Databricks, Notion, or similar platforms a plus.

Benefits

Comp & perks

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Hard Skills & Tools

cash operationscurrent-state assessmentsgap analysesSOP developmentfinancial systems implementationautomationAI-driven solutionsfinancial reportingkey performance metricsdata accuracy

Soft Skills

ownershipexecution with urgencyorganizational skillscommunication skillsinterpersonal skillscuriosityenthusiasmproblem-solvinginitiativetime management

Certifications

Bachelor's degree in AccountingBachelor's degree in FinanceBachelor's degree in Business